Jean Marie Jackson

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 05/2020
  Advisornet Wealth Management
  Minneapolis, MN
• 05/2020 → Present
  Royal Alliance Associates, Inc.
  Chaska, MN

Previous Registrations

• 2015-06-03 → 2020-05-29
  Advisornet Wealth Partners
  Minnetonka, MN
• 2014-07-30 → 2015-05-28
  Stevens Foster Financial Advisors
  Bloomington, MN
• 2014-01-21 → 2014-07-08
  Lpl Financial Llc
  Bloomington, MN
  Fort Mill, SC

Other Businesses

1. EAGLE CREEK FINANCIAL ADVISORS, LLC POSITION: Owner NATURE: Single Member S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2015 ADDRESS: 316 Tippecanoe Drive, Franklin TN 37067, United States DESCRIPTION: Life and LTC agent 2. EAGLE CREEK FINANCIAL ADVISORS, LLC POSITION: Chief Investment Officer NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/10/2026 ADDRESS: 316 Tippecanoe Drive, Franklin TN 37067, United States DESCRIPTION: Create and review client investment portfolio(s) for Eagle Creek Financial Advisor clients

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-06-20

Designations

• Certified Financial Planner

Other Names

• Jean Marie Betker
• Jean Marie O'KEeffe
• Jeannie Marie Betker